Handle your WooCommerce post-purchase tasks like shipping, customer communication, and order management with Postsale’s direct WooCommerce integration. 

Real-World Example

We have a WooCommerce storefront and would like to connect Postsale so that we can import and manage our shipping and post-purchase tasks. We would like to import orders that have already been placed and have any newly placed orders automatically import into Postsale.

You can do that! In addition, when you create a shipping label in Postsale the shipment information is sent back to WooCommerce and the order's status is automatically updated for you.

This article will walk you through connecting your WooCommerce store to Postsale.

Before We Begin

Before following the steps in this article, please be sure that you have:

• The URL of your WooCommerce storefront
• Your WooCommerce admin username and password

Connect Postsale to WooCommerce

3. Select WooCommerce.
   
   
    
4. Enter your WooCommerce storefront URL into the WordPress URL field. Then, click the Login button.
   
   
   
   You will be prompted to log into your WooCommerce store.
    
5. Enter your WooCommerce Username and Password. Then, click Login.
   
   
   
   Next, you'll be prompted to give Postsale read/write access to your WooCommerce store.
    
6. Click Approve.
   This gives Postsale read/write access to create the needed webhook connection.
   
   
   
   You will be redirected back to the WooCommerce setup in Postsale.
    
7. Select the number of days (1 - 7) of order history to import into Postsale from the Days Back drop-down menu.  Then, click Next.
    
   Uncheck the Download Historical Order Data checkbox if you do not wish to import any order history.
   
   
   
   

   Double Check Historical Order Data

   To prevent duplicate shipments, carefully review all order statuses shown in the Online Status column, as some orders may have already been shipped outside of Postsale.

    

8. Verify that you wish for Postsale to perform the following actions automatically. Then, click Next.
   Uncheck the box for any actions you do not wish for Postsale to perform.
   
   
   • When an order is first imported
     • Set the order's status to [select the status from the drop-down menu]
     • Enable this option to specify what the local status of the order should be set to when order's are imported for the first time. With this option disabled, the order's local status will be blank when imported.
   • When a shipment is processed
     • Set the order status to ‘Shipped’
     • Upload the shipment's information to WooCommerce
     • Update the order's status in WooCommerce to
       • Select the status from the drop-down menu. The default status is Completed.
   • When a shipment is voided
     • Set the order's status to ‘Voided’

9. Enter a name for the store into the Store Name field.
   
   
   • The store name you enter will be considered the Order Source in Postsale
   • The store name will be displayed in the Source column on the Orders Grid
   • Use the store name as the Order Source when creating Advanced Searches for orders associated with this store

10. (Optional) Click the Logo tile. Then, select an image file (png or jpg) from your computer.
     
    • Postsale supports JPEG and PNG files with a recommended size of 3 MB or less.
    • Larger image files will be reduced to the maximum file size of 3 megabytes when uploaded.
    • The image will be uploaded and become the logo for this store. 
    • The logo will automatically display in Postsale templates that include a logo, such as the Invoice with Logo template. 
    • Learn about editing an image in Postsale 

11. (Optional)  Click Add Store Address to add a unique Ship From address from this store.
    Learn how to configure your Default Shipment settings so that the Store Address is automatically selected as the Ship From address for your shipments.
    
    
    
    Once added, the address is displayed.
    
    
     
12. Click Finish.
    
    

Your store is added and is displayed in the list of stores. 

Historical orders will be automatically imported into Postsale based on the number of days you selected in step 7.

Good to Know

• New orders placed in your WooCommerce store will be automatically imported into Postsale.
  • New orders with a status of Draft are not imported into Postsale.
• An Online Status column is added to the Orders Grid and displays the status assigned to orders in WooCommerce.
• When you create a shipping label for a WooCommerce order:
  • Postsale sends a request to WooCommerce to update the order status to Complete.
  • Postsale sends the carrier, shipping service, and tracking number to WooCommerce. This information is added to the order as an additional shipping line item.